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The Weekly Waffle

Public·38 members

🧇 The Weekly Waffle - 8th Decemberr 2023 📅

Hello, Wafflers, 🌟

Buckle up for this week's dish of insights and cheeky banter at the Academy's Town Hall's Friday Lunch Bunch. 🍽️ Here’s what’s cooking:

Plot Twist in Financial Planning 🎭: Considering a dramatic post-sale career pivot? For advisers ditching the regulated jungle, why not jump into financial planning? Only 20% of advisers bother with cashflow planning. Demand's sky-high – a not-so-hidden gem? 💎

The Oracle of Generic Advice 🧞‍♂️: Puzzling over onshore vs offshore life bonds? Fear not! ChatGPT, our generic financial planning guru, is here to enlighten us with delightfully non-specific advice.

DIY Investing's Star Moment 🚀: D2C platforms are in vogue! Case in point: AJ Bell’s profit jumping a spectacular 50%. Turns out, self-investing is more than just a fad in the UK.

Care Costs in Cashflow Planning 💸: How do you mix in care cost annuities in cashflow planning? It’s a bit more than just crunching numbers – it’s planning for life’s curveballs. 🧐

Meet the Cashflow Coach 🏆: Venture beyond basic financial planning. We’re talking full-blown cashflow coaching - it's not just saving; it's about crafting income streams and asset creation. Because who doesn’t love more money-making avenues? 🌳💰

McKinsey's Wellness Nod 👍: McKinsey confirms what we’ve been preaching: wellbeing is a full-package deal. Mind, body, heart, and spirit. It's always nice when the big players echo our sentiments, right? 🌟

FCA’s Double Move 🤹‍♂️: The FCA's been juggling this week. Increasing capital adequacy requirements for advice firms – aiming to cut down those pesky FSCS levies. But, the catch – higher capital requirements and hefty levies in the meantime. Fun times ahead! 😬

FCA’s Policy Paper Saga 📜: Today’s FCA special: a Policy Paper on the advice/guidance boundary. It's all about that fine line between guidance and advice, with some simplified advice proposals thrown in. Non-intermediating financial planners, this one's not on your radar. 🚀

Your Exclusive Town Hall Invite 💌

Consider this your golden ticket to next week's Town Hall. Join us for a blend of insight and fun!

Steve Conley is inviting you to a scheduled Zoom meeting. Topic: Town Hall Q4 2023 - Friday Lunch Bunch Time: Dec 15, 2023 12:00 PM London Every week on Fri, 4 occurrence(s) Dec 15, 2023 12:00 PM Dec 22, 2023 12:00 PM Please download and import the following iCalendar (.ics) files to your calendar system. Weekly: DOWLOAD DIARY LINK.

Join Zoom Meeting: JOIN MEETING LINK.

Meeting ID: 875 9917 5295 Passcode: 410915


Here's your link to last week - The Weekly Waffle! You can never have too much waffle!!

That wraps up this week's Weekly Waffle! 🧇 Remember, life is too short for dull newsletters. Stay tuned for more!

Until next week, keep those waffles warm and your sense of humour alive! 😄👋

Cheers, The Waffle Team at AoLP!

Warm regards,

Steve Conley

Founder, Academy of Life Planning


Copyright the Academy of Life Planning Limited 2023. Contact us by email at The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Registered office address 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. Information Commissioner's Office reference number ZA502687.


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